For playbook data imported into Playbooks from CRM (e.g. subscription fields) or other sources, Admins can now define how numerical data should be displayed when using tabular & summary views. Numeric, currency, or percentage formats are supported.

Feature : Playbook - Numeric questions - Edit answer

For users accessing DealHub directly, a centralized login page is now available at login.dealhub.io. This page will automatically route users to the appropriate DealHub environment based on their login credentials.

*Note: this page is not available for customers still using the legacy Salesforce package on Valooto. Use service.valooto.com to login.
To upgrade your Salesforce package, contact DealHub customer support for further details.

Free yourself from reformatting Word Documents in our native editor and upload the Microsoft Word Documents you were already using. You can now easily add Word files as sub-documents to the output document template. 

P.S. You can only enable this feature if you have upgraded your output documents to G2 (Beta).

Feature: Version Settings - Output documents - Sub-Document Templates.

Your pricing table just got a new look!

In an effort to increase customizability for users, we have enabled header and text alignment flexibility, making output documents and DealRoom tables easier to consume.

Feature: Version Settings - Output Documents - DealRoom/Output document pricing tables

We know our customers enjoy using pre-populated bundles which make for a seamless and easy quote creation. 

Now, sellers can go a step further, customize and modify factors (e.g. quantity, duration etc.) per each line item in the bundle.

Feature : Products - Bundle (summary type) 

Let’s make Document Generation even better! Now you can generate better PDF files, faster when you upgrade to G2. Fonts for additional Asian languages are also supported.

Switching to the G2 foundation for output documents will enable many future feature updates. 

Feature: Version Settings - Advanced Settings - General Settings.

This nifty, 'copy link'  button can save your sales team from potential confusion.

Now when they want to share a proposal with someone else internally, instead of copying and pasting the URL, they just need to click the 'copy link' button.    

Take your DealRoom to the next level. Now you can add a custom background image to each widget.

Make something awesome? Show your CS rep so we can put it in a social post.

Scattered sales notes don’t help anybody. That’s why we made it easier to sync your sales team’s notes. 

Now, when your sales teams capture signatures outside of a DealRoom, they can mark the deal as closed-won in DealHub and their notes in the comment field will automatically sync into the CRM in a field of your choice.

Feature : Advanced settings - CRM settings - Output Fields Mapping

Further streamline the sales process. Now you can add business logic to decide when to hide or show questions during the guided selling process.

Feature: Playbook question - General setting